Custom Truck One Source, Inc.
CTOS- Exchange
- NYSE
- Industry
- Services-Equipment Rental & Leasing, NEC
- SEC CIK
- 0001709682
No open-market purchases or sales by Custom Truck One Source, Inc. insiders were filed in the last 90 days; 186 institutions reported holding it in 13F filings for Q2 2026, worth $2.63B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Custom Truck One Source, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 186
- +14 vs. Q1 2026
- Shares held
- 222.5M
- +3.62M (+1.7%) vs. Q1 2026
- Total value
- $2.63B
- +$1.19B (+82.6%) vs. Q1 2026
- New holders
- 34
- 77 more added
- Sold out
- 20
- 57 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CTOS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 186 | $2.63B |
| Q1 2026 | 175 | $1.44B |
| Q4 2025 | 157 | $1.25B |
| Q3 2025 | 147 | $1.38B |
| Q2 2025 | 131 | $1.07B |
| Q1 2025 | 143 | $899.5M |
| Q4 2024 | 126 | $1.07B |
| Q3 2024 | 122 | $759.2M |
| Q2 2024 | 114 | $957.5M |
| Q1 2024 | 120 | $1.25B |
| Q4 2023 | 115 | $1.34B |
| Q3 2023 | 110 | $1.39B |
| Q2 2023 | 107 | $1.53B |
| Q1 2023 | 101 | $1.54B |
| Q4 2022 | 86 | $1.44B |
| Q3 2022 | 87 | $1.34B |
| Q2 2022 | 89 | $1.28B |
| Q1 2022 | 83 | $1.91B |
| Q4 2021 | 88 | $1.79B |
| Q3 2021 | 72 | $2.03B |
| Q2 2021 | 71 | $2.03B |
| Q1 2021 | 2 | $718.0K |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Custom Truck One Source, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 28,729 | $339.3K | 0.00% | −199,789−87.4% | Reduced |
| Mercer Global Advisors Inc | 25,663 | $303.1K | 0.00% | +5,007+24.2% | Added |
| Quantinno Capital Management LP | 23,941 | $282.7K | 0.00% | +4,313+22.0% | Added |
| Citadel Advisors LLC | 23,304 | $275.2K | 0.00% | −257,057−91.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 23,232 | $274.4K | 0.00% | +23,232 | New |
| New York State Common Retirement Fund | 21,772 | $257.1K | 0.00% | +12,900+145.4% | Added |
| Envestnet Asset Management Inc | 21,264 | $251.1K | 0.00% | −7,887−27.1% | Reduced |
| Catalytic Wealth RIA, LLC | 21,262 | $251.1K | 0.01% | −20−0.1% | Reduced |
| Susquehanna International Group, LLP | 21,026 | $248.3K | 0.00% | −9,406−30.9% | Reduced |
| Cerity Partners LLC | 20,939 | $247.3K | 0.00% | +4,925+30.8% | Added |
| Quantbot Technologies LP | 19,902 | $235.0K | 0.01% | +19,902 | New |
| Mangrove Partners | 19,684 | $232.5K | 0.02% | +19,684 | New |
| Wealth Enhancement Advisory Services, LLC | 21,760 | $229.6K | 0.00% | +5,072+30.4% | Added |
| Intech Investment Management LLC | 19,160 | $226.3K | 0.00% | −2,081−9.8% | Reduced |
| Two Sigma Investments, LP | 19,152 | $226.2K | 0.00% | −11,000−36.5% | Reduced |
| Polymer Capital Management (US) LLC | 18,531 | $218.9K | 0.03% | −2,112−10.2% | Reduced |
| Mirabella Financial Services LLP | 18,435 | $217.7K | 0.02% | +5,530+42.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,139 | $214.2K | 0.00% | +3,930+27.7% | Added |
| Royal Bank of Canada | 17,656 | $209.0K | 0.00% | +1,859+11.8% | Added |
| Quadrature Capital Ltd | 17,499 | $206.7K | 0.00% | +17,499 | New |
| Mitsubishi UFJ Trust & Banking Corp | 17,322 | $204.6K | 0.00% | +17,322 | New |
| Arizona State Retirement System | 17,197 | $203.1K | 0.00% | −1,497−8.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 16,372 | $193.4K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,220 | $191.6K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 16,000 | $189.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 15,890 | $187.7K | 0.00% | +15,890 | New |
| Graham Capital Management, L.P. | 15,418 | $182.1K | 0.00% | −44,513−74.3% | Reduced |
| M&T Bank Corp | 15,416 | $182.1K | 0.00% | −12,605−45.0% | Reduced |
| KLP Kapitalforvaltning AS | 14,600 | $172.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 14,548 | $171.8K | 0.02% | +14,548 | New |
| Vestcor Inc | 14,356 | $170.0K | 0.00% | +14,356 | New |
| Kemnay Advisory Services Inc. | 14,184 | $167.5K | 0.02% | +2,672+23.2% | Added |
| Entropy Technologies, LP | 13,417 | $158.5K | 0.01% | −3,458−20.5% | Reduced |
| Voya Investment Management LLC | 12,729 | $150.3K | 0.00% | +1,340+11.8% | Added |
| Jump Financial, LLC | 12,719 | $150.2K | 0.00% | −43,523−77.4% | Reduced |
| SG Americas Securities, LLC | 12,161 | $144.0K | 0.00% | −12,791−51.3% | Reduced |
| Captrust Financial Advisors | 11,806 | $139.4K | 0.00% | +11,806 | New |
| DRW Securities, LLC | 11,444 | $135.2K | 0.01% | +11,444 | New |
| Squarepoint Ops LLC | 11,342 | $133.9K | 0.00% | −35,060−75.6% | Reduced |
| Aquatic Capital Management LLC | 10,525 | $124.3K | 0.00% | +10,525 | New |
| Tower Research Capital LLC (TRC) | 5,818 | $68.7K | 0.00% | +4,339+293.4% | Added |
| The PNC Financial Services Group, Inc. | 5,184 | $61.2K | 0.00% | +31+0.6% | Added |
| Nisa Investment Advisors, LLC | 5,182 | $61.2K | 0.00% | +4,773+1,167.0% | Added |
| SRS Capital Advisors, Inc. | 5,043 | $59.6K | 0.00% | +4,762+1,694.7% | Added |
| Ameritas Investment Partners, Inc. | 5,004 | $59.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,804 | $56.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,847 | $45.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,675 | $31.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,659 | $31.4K | 0.00% | +655+32.7% | Added |
| GAMMA Investing LLC | 2,255 | $26.6K | 0.00% | +314+16.2% | Added |
| Harbor Capital Advisors, Inc. | 1,818 | $21.0K | 0.00% | −188−9.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,165 | $13.8K | 0.00% | +67+6.1% | Added |
| Private Trust Co NA | 835 | $9.86K | 0.00% | −336−28.7% | Reduced |
| IFP Advisors, Inc | 834 | $9.85K | 0.00% | +467+127.2% | Added |
| US Bancorp | 771 | $9.11K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 679 | $8.11K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 679 | $8.02K | 0.00% | +384+130.2% | Added |
| Rothschild Investment LLC | 671 | $7.92K | 0.00% | +76+12.8% | Added |
| Global Retirement Partners, LLC | 660 | $7.79K | 0.00% | +660 | New |
| Farther Finance Advisors, LLC | 620 | $7.33K | 0.00% | +79+14.6% | Added |
| Group One Trading, L.P. | 500 | $5.91K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 488 | $5.76K | 0.00% | +488 | New |
| Rossby Financial, LCC | 440 | $5.20K | 0.00% | −120−21.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 432 | $5.10K | 0.00% | +323+296.3% | Added |
| Sterling Capital Management LLC | 374 | $4.42K | 0.00% | −1,623−81.3% | Reduced |
| Essential Partners LLC | 344 | $4.06K | 0.00% | −341−49.8% | Reduced |
| Raffa Wealth Management, LLC | 272 | $3.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 230 | $2.72K | 0.00% | +138+150.0% | Added |
| Advisor Group Holdings, Inc. | 208 | $2.46K | 0.00% | +88+73.3% | Added |
| Optiver Holding B.V. | 206 | $2.43K | 0.00% | −300−59.3% | Reduced |
| Quarry LP | 201 | $2.37K | 0.00% | +201 | New |
| Keating Financial Advisory Services, Inc. | 147 | $1.74K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 144 | $1.70K | 0.00% | +144 | New |
| Transamerica Financial Advisors, Inc. | 130 | $1.53K | 0.00% | +130 | New |
| Parkside Financial Bank & Trust | 115 | $1.36K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 110 | $1.30K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 104 | $1.23K | 0.00% | +20+23.8% | Added |
| Covestor Ltd | 70 | $1.00K | 0.00% | +49+233.3% | Added |
| True Wealth Design, LLC | 84 | $993 | 0.00% | +63+300.0% | Added |
| Clearstead Advisors, LLC | 37 | $438 | 0.00% | +37 | New |
| Jones Financial Companies LLLP | 36 | $430 | 0.00% | +36 | New |
| UMA Financial Services, Inc. | 33 | $390 | 0.00% | +33 | New |
| SBI Securities Co., Ltd. | 25 | $295 | 0.00% | −37−59.7% | Reduced |
| National Bank of Canada | 21 | $248 | 0.00% | +15+250.0% | Added |
| JPL Wealth Management, LLC | 8 | $95 | 0.00% | −4−33.3% | Reduced |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −660,534−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −257,825−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −179,371−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −83,630−100.0% | Sold out |
| Biondo Investment Advisors, LLC | 0 | $0 | 0.00% | −69,000−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −48,446−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −38,523−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −33,221−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −31,656−100.0% | Sold out |
| 9823 Capital, L.P. | 0 | $0 | 0.00% | −27,591−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −27,359−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −18,894−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |